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State Street SPDR S&P 600 Small Cap Growth ETF

369 hedge funds and large institutions have $1.32B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 111 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 20

23% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 111

13% more capital invested

Capital invested by funds: $1.17B → $1.32B (+$151M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

10% more funds holding

Funds holding: 336369 (+33)

2.83% more ownership

Funds ownership: 57.56%60.39% (+2.8%)

40% less call options, than puts

Call options by funds: $65K | Put options by funds: $108K

Holders
369
Holders Change
+33
Holders Change %
+9.82%
% of All Funds
5.93%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
60
Increased
136
Reduced
111
Closed
20
Calls
$65K
Puts
$108K
Net Calls
-$43K
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
CarsonAllaria Wealth Management
Illinois
$2.06M -$75.4K -1,024 -3%
SPIA
102
Steward Partners Investment Advisory
New York
$2.03M -$72.6K -986 -3%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$1.99M +$51.3K +697 +3%
NYLIM
104
New York Life Investment Management
New York
$1.93M +$943K +12,811 +92%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$546K +7,414 +39%
CG
106
Colony Group
Massachusetts
$1.9M +$21.3K +289 +1%
BCM
107
Barden Capital Management
Texas
$1.89M +$97.4K +1,323 +5%
GIA
108
Gladstone Institutional Advisory
Florida
$1.86M -$12.1K -165 -0.6%
FAIM
109
Financial Advocates Investment Management
Washington
$1.8M -$24.4K -331 -1%
DADC
110
D.A. Davidson & Co
Montana
$1.73M +$242K +3,293 +16%
MA
111
MONECO Advisors
Connecticut
$1.72M +$535K +7,271 +44%
MA
112
Mutual Advisors
Nebraska
$1.69M +$589 +8 +0%
TFA
113
Tobias Financial Advisors
Florida
$1.63M +$119K +1,621 +8%
NL
114
Navalign LLC
California
$1.6M +$27.4K +372 +2%
SWM
115
Spire Wealth Management
Virginia
$1.58M +$1.59M +21,637 +8,043%
SCA
116
Stillwater Capital Advisors
Pennsylvania
$1.55M -$75.6K -1,027 -5%
TPWM
117
Twelve Points Wealth Management
Massachusetts
$1.55M +$714K +9,693 +83%
WIA
118
World Investment Advisors
California
$1.54M
BC
119
Burney Company
Virginia
$1.53M -$696K -9,456 -31%
LA
120
Lane & Associates
New Jersey
$1.51M +$1.54M +20,945 New
GWM
121
Geneos Wealth Management
Colorado
$1.51M +$227K +3,088 +17%
CFA
122
Cahill Financial Advisors
Minnesota
$1.49M -$3.09K -42 -0.2%
FIM
123
Freedom Investment Management
Connecticut
$1.49M -$18.4K -250 -1%
CF
124
Corrigan Financial
Rhode Island
$1.44M +$736 +10 +0.1%
AWS
125
Atria Wealth Solutions
New York
$1.44M +$133K +1,803 +10%

SLYG Hedge Fund Activity: Q4 2022 in Review

369 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q4 2022, worth a combined $1.32B — up 13% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SLYG positions and 20 closed out — a net gain of 40 holders — while 136 added to existing stakes and 111 trimmed.

The largest buyer was LPL Financial, adding an estimated $32M. The largest seller was Stifel Financial, cutting an estimated $11.2M.

  • 369 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q4 2022, up from 336 in Q3 2022.
  • Funds reported $1.32B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 60 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q4 2022 and 20 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $32M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q4 2022 was Stifel Financial, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2022.